{"url":"https://nivawealth.com/firms/a-and-m-private-wealth-partners-331478","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/331478","regulatoryAum":1832726951,"crd":"331478","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4888426","suffix":null,"lastName":"ALOISI","firstName":"PETER","middleName":"Salvatore"},{"crd":"7952127","suffix":null,"lastName":"Begai","firstName":"Abdulla","middleName":null},{"crd":"5552261","suffix":null,"lastName":"Calkin","firstName":"Michael","middleName":"S."},{"crd":"5203064","suffix":null,"lastName":"COCOZZA","firstName":"CHRISTOPHER","middleName":"JAMES"},{"crd":"7996298","suffix":null,"lastName":"Fitzgerald","firstName":"Jonathan","middleName":"Lee"},{"crd":"2270780","suffix":"III","lastName":"GARDINER","firstName":"CARL","middleName":"WADE"},{"crd":"4812239","suffix":null,"lastName":"HILZENRATH","firstName":"LAWRENCE","middleName":"ADAM"},{"crd":"7565111","suffix":null,"lastName":"Janicic","firstName":"Milos","middleName":null},{"crd":"4331320","suffix":null,"lastName":"KING","firstName":"MATTHEW","middleName":"C."},{"crd":"2907432","suffix":null,"lastName":"KISAKA","firstName":"TAKUYA","middleName":null},{"crd":"3269860","suffix":null,"lastName":"MURGIO","firstName":"MICHAEL","middleName":"JOSEPH"},{"crd":"2354814","suffix":null,"lastName":"OARD","firstName":"BRIAN","middleName":"MICHAEL"},{"crd":"6224742","suffix":"JR","lastName":"RALLS","firstName":"JOHN","middleName":"MCKENZIE"},{"crd":"4763159","suffix":null,"lastName":"SCAGLIONE","firstName":"JUDE","middleName":"R"},{"crd":"5505430","suffix":null,"lastName":"VILLA 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BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T05:40:40.716554+00:00","documents":[{"name":"AMPWM FORM ADV PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025033","versionId":1025033,"submittedOn":"2026-03-24"}]},"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":1290417428}],"custodyNote":"A&M Private Wealth Partners has custody of $906M in client assets for 12 clients.","leadership":[{"name":"Christopher Woelfle","title":"Chief Financial Officer","crd":"2866412"},{"name":"Eugenie Warner","title":"Chief Compliance","crd":"7298855"},{"name":"Michael Calkin","title":"Managing Director","crd":"5552261"},{"name":"Jonathan Fitzgerald","title":"Managing Director","crd":"7996298"},{"name":"Elizabeth King","title":"Managing Director","crd":"8054065"},{"name":"Takuya Kisaka","title":"Managing Director","crd":"2907432"},{"name":"Michael Murgio","title":"Managing Director","crd":"3269860"},{"name":"Brian Oard","title":"Managing Director","crd":"2354814"},{"name":"John Ralls","title":"Managing Director","crd":"6224742"},{"name":"Peter Sacripanti","title":"Chairman","crd":"7909103"}],"ownership":[{"label":"Alvarez & Marsal Inc.","detail":"Member in the 75% or more ownership band and a control person, since April 2024."},{"label":"Antonio Alvarez","detail":"Indirect owner: a owner of Alvarez & Marsal Inc. in the 50% to 75% band and a control person, since March 1984.","parent":"Alvarez & Marsal Inc."},{"label":"Bryan Marsal","detail":"Indirect owner: a owner of Alvarez & Marsal Inc. in the 50% to 75% band and a control person, since March 1984.","parent":"Alvarez & Marsal Inc."}],"filedOffices":{"otherThanPrincipal":4,"privateResidences":0},"listedOfficeAddresses":5,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"1901 Avenue of the Stars","city":"Los Angeles"}]},{"state":"Delaware","offices":1,"addresses":[{"street":"501 Silverside RD","city":"Wilmington"}]},{"state":"Florida","offices":1,"addresses":[{"street":"300 Banyan BLVD, 10th Floor","city":"West Palm Beach","headquarters":true}]},{"state":"Georgia","offices":1,"addresses":[{"street":"3424 Peachtree RD Ne","city":"Atlanta"}]},{"state":"New York","offices":1,"addresses":[{"street":"350 Fifth Avenue","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"561-268-0900","stateRegisteredReps":14,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or 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2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025033","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does A&M Private Wealth Partners have?","answer":"A&M Private Wealth Partners has 43 clients and manages $1.83 billion for them, as of March 2026. They include 34 high-net-worth individuals and 9 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does A&M Private Wealth Partners offer?","answer":"A&M Private Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does A&M Private Wealth Partners charge?","answer":"A&M Private Wealth Partners charges up to 1.00% a year for its Wealth and Investment Management. The fee is billed in advance.","source":"AMPWM FORM ADV PART 2A BROCHURE, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does A&M Private Wealth Partners use?","answer":"A&M Private Wealth Partners’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $1.29B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does A&M Private Wealth Partners have?","answer":"A&M Private Wealth Partners has 14 investment adviser representatives registered with state securities authorities, out of 28 employees, and 23 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does A&M Private Wealth Partners invest in?","answer":"At the end of its last fiscal year, A&M Private Wealth Partners’ separately managed accounts held 45% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 12% state and local bonds, 10% pooled vehicles (private funds and similar), 2% U.S. government and agency bonds and 1% other. The 1% other category is described as: Other Property, Directly Owned Digital Assets.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns A&M Private Wealth Partners?","answer":"A&M Private Wealth Partners is owned through a holding company by Antonio Alvarez and Bryan Marsal. Its direct owner is Alvarez & Marsal Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does A&M Private Wealth Partners get paid?","answer":"A&M Private Wealth Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is A&M Private Wealth Partners registered with the SEC?","answer":"Yes, A&M Private Wealth Partners has been registered with the SEC as an investment adviser since 14 June 2024. Its CRD number is 331478 and its SEC file number is 801-130473.","source":"Form ADV Part 1A, Item 1, filed 24 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact A&M Private Wealth Partners?","answer":"A&M Private Wealth Partners’ main office is at 300 Banyan BLVD, 10th Floor, West Palm Beach, FL 33401. Its phone number is 561-268-0900. Its website is ampwp.com.","source":"Form ADV Part 1A, Item 1.F, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}